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Help for self-help

Pontelli Treuhand Dienstleistungen

It is important to us that we can generate added value for you. This includes us taking on tasks for you that you can't or don't want to do. But what about tasks that you want to take on yourself but just don't feel confident doing? No problem, we'll find a solution for you.


Setup

Most administrative tasks have one common denominator: they are repetitive. Pay slips remain pay slips, accounting records are repeated annually, monthly or daily, your tax return looks the same every year. As long as your situation, the course of business and the laws do not change, not much will change in terms of administrative tasks. We bring you the greatest benefit by helping you to set up the administrative processes and provide templates. We implement these processes until you feel ready to take them on yourself.

- Setup for your own bookkeeping
- Setup for repetitive, administrative processes


Training

Have you attended bookkeeping courses in the past but are no longer familiar with them? We'll be happy to help you fill in the gaps in your knowledge. You haven't had any contact with it yet, but at least want to record your bank transactions yourself? We would be happy to give you a crash course in bookkeeping.

- Crash course in bookkeeping, payroll accounting, etc.
- Refresh your bookkeeping knowledge


Control

If you are not sure whether you have prepared your tax return correctly, whether you have selected all the accounts in your bookkeeping correctly or whether your salary statement has been completed correctly, we will be happy to check this for you and give you more certainty.

- Checking your own bookkeeping
- Checking your own tax return
- Checking various administrative tasks that you have completed yourself


Introduction to private finances and administration

You have never dealt with insurance, pensions, taxes and all the other financial issues. Perhaps your partner or parents have done this up to now, but suddenly this is no longer an option. We will be happy to look with you at where you need to catch up and help you to stand on your own two feet.

- Creating an overview of your personal situation
- Introduction to the relevant topics
- Support with implementation

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